Matt Jablonski CFP®, CIMA®, RICP® in

Matt Jablonski CFP®, CIMA®, RICP®

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Partner, President and Private Wealth Advisor at Prescient Financial Solutions of Northwestern Mutual
📍 Milwaukee, Wisconsin, United States

Matt is the Partner, President, and Private Wealth Advisor at Prescient Financial Solutions, a Northwestern Mutual firm. A finance graduate from the University of Wisconsin-Milwaukee, he holds advanced certifications including CFP®, CIMA®, and RICP® and was recognized by both Forbes and Barrons as a top advisor in 2024.

Outside of work, Matt is a dedicated family man who enjoys spending time with his wife and three sons. He leads an active lifestyle that includes traveling, golfing, fishing, and playing basketball. His personal and professional lives are centered in the greater Milwaukee area.

Unique fact: He is an avid pheasant hunter, a hobby mentioned in his official company biography.

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Experience
20 Years
Current Role
Partner, President and Private Wealth Advisor
Location
Milwaukee, Wisconsin, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Matt cares about

Generational Wealth
His professional focus is on creating financial plans with "generational scalability, " ensuring long-term success for his clients and their families.
Business Growth
He is actively expanding his firm, which was recently featured in the Milwaukee Journal Sentinel, and is focused on bringing new talent to his team.
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Career

Work history

3-2009
Partner, President and Private Wealth Advisor
Prescient Financial Solutions of Northwestern Mutual
7-2005 - 12-2007
Associate
Russell Investments
7-2004 - 7-2005
Mutual Fund Specialist II
US Bank
In the press

Media appearances

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Education
2000 - 2004
Finance
Lubar College of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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